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Disclosery

Carson Advisory Inc.: CG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on CG, newest first. How the timeline and the estimate are built.

Carson Advisory Inc. held 18,526 CG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,526 shares
    Change vs previous 13F -700 shares

    0.36% of the 13F portfolio, value $780,115.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,226 shares
    Change vs previous 13F -600 shares

    0.48% of the 13F portfolio, value $930,329.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,826 shares
    Change vs previous 13F -200 shares

    0.61% of the 13F portfolio, value $1,171,894.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,026 shares
    Change vs previous 13F -700 shares

    0.68% of the 13F portfolio, value $1,255,608.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,726 shares
    Change vs previous 13F +2,300 shares

    0.68% of the 13F portfolio, value $1,065,298.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,426 shares
    Change vs previous 13F +3,400 shares

    0.54% of the 13F portfolio, value $803,174.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,026 shares
    Change vs previous 13F -197 shares

    0.53% of the 13F portfolio, value $758,645.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,223 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $655,497.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).